See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $17,003 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,433 | $37,044+100.9% | $71,796+3.7% | $57,658+29.1% |
| Participation rate | 12.7% | 61.1%-48.4pp | 69.1%-56.4pp | 70.2%-57.5pp |
| Annual return | 8.62% | 12.64%-4.0pp | 78.04%-69.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $449 | $720-37.7% | $1,924-76.7% | $1,974-77.3% |
| Participant deferral / active EE | $686 | $1,974-65.2% | $2,794-75.4% | $3,061-77.6% |
| Admin fee / account holder | $2 | $101-98.4% | $4,815-100.0% | $95-98.3% |